B. Riley Wealth Advisors’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $445K | Buy |
2,451
+15
| +0.6% | +$2.83K | 0.02% | 502 |
|
|
2026
Q1 | $520K | Sell |
2,436
-205
| -8% | -$43.2K | 0.03% | 431 |
|
|
2025
Q4 | $481K | Buy |
2,641
+338
| +15% | +$61.8K | 0.02% | 539 |
|
|
2025
Q3 | $431K | Buy |
2,303
+796
| +53% | +$145K | 0.02% | 585 |
|
|
2025
Q2 | $250K | Buy |
+1,507
| New | +$248K | 0.01% | 786 |
|
|
2024
Q4 | $297K | Sell |
1,755
-429
| -20% | -$76.9K | 0.01% | 872 |
|
|
2024
Q3 | $419K | Sell |
2,184
-645
| -23% | -$125K | 0.01% | 813 |
|
|
2024
Q2 | $520K | Buy |
2,829
+841
| +42% | +$163K | 0.01% | 798 |
|
|
2024
Q1 | $398K | Sell |
1,988
-269
| -12% | -$51.9K | 0.01% | 908 |
|
|
2023
Q4 | $421K | Buy |
2,257
+269
| +14% | +$51K | 0.01% | 907 |
|
|
2023
Q3 | $398K | Sell |
1,988
-1,220
| -38% | -$273K | 0.01% | 908 |
|
|
2023
Q2 | $801K | Sell |
3,208
-55
| -2% | -$14.4K | 0.02% | 643 |
|
|
2023
Q1 | $830K | Buy |
3,263
+119
| +4% | +$28K | 0.02% | 601 |
|
|
2022
Q4 | $728K | Sell |
3,144
-1,629
| -34% | -$376K | 0.02% | 650 |
|
|
2022
Q3 | $1.05M | Buy |
4,773
+3,032
| +174% | +$680K | 0.03% | 493 |
|
|
2022
Q2 | $375K | Sell |
1,741
-33
| -2% | -$7.19K | 0.02% | 780 |
|
|
2022
Q1 | $386K | Buy |
1,774
+76
| +4% | +$15.4K | 0.01% | 902 |
|
|
2021
Q4 | $329K | Sell |
1,698
-2
| -0.1% | -$362 | 0.01% | 1020 |
|
|
2021
Q3 | $289K | Buy |
1,700
+11
| +0.7% | +$1.94K | 0.01% | 1054 |
|
|
2021
Q2 | $295K | Buy |
+1,689
| New | +$284K | 0.01% | 1029 |
|
|
2018
Q2 | – | Sell |
-2,248
| Closed | -$225K | – | 695 |
|
|
2018
Q1 | $225K | Sell |
2,248
-195
| -8% | -$20.1K | 0.03% | 547 |
|
|
2017
Q4 | $279K | Buy |
2,443
+368
| +18% | +$40.5K | 0.04% | 477 |
|
|
2017
Q3 | $228K | Buy |
2,075
+141
| +7% | +$15K | 0.04% | 461 |
|
|
2017
Q2 | $209K | Sell |
1,934
-131
| -6% | -$14.5K | 0.04% | 466 |
|
|
2017
Q1 | $228K | Buy |
2,065
+112
| +6% | +$12K | 0.05% | 430 |
|
|
2016
Q4 | $203K | Buy |
+1,953
| New | +$193K | 0.04% | 460 |
|
|
2016
Q3 | – | Sell |
-2,091
| Closed | -$239K | – | 628 |
|
|
2016
Q2 | $239K | Sell |
2,091
-199
| -9% | -$18.6K | 0.05% | 479 |
|
|
2016
Q1 | $210K | Sell |
2,290
-434
| -16% | -$38.7K | 0.05% | 463 |
|
|
2015
Q4 | $245K | Buy |
2,724
+404
| +17% | +$36.2K | 0.05% | 427 |
|
|
2015
Q3 | $215K | Buy |
+2,320
| New | +$211K | 0.05% | 454 |
|
|
2015
Q1 | – | Sell |
-604
| Closed | -$63 | – | 1201 |
|
|
2014
Q4 | $63 | Buy |
+604
| New | +$58.8K | ﹤0.01% | 1974 |
|
|
2014
Q3 | – | Sell |
-4,217
| Closed | -$210K | – | 1199 |
|
|
2014
Q2 | $210K | Buy |
4,217
+1,920
| +84% | +$188K | 0.05% | 433 |
|
|
2014
Q1 | $240K | Buy |
+2,297
| New | +$235K | 0.07% | 320 |
|
|
2013
Q3 | – | Sell |
-1,508
| Closed | -$135K | – | 701 |
|
|
2013
Q2 | $135K | Buy |
+1,508
| New | +$133K | 0.05% | 464 |
|
Other funds holding HSY
CIM
DLA
SI
AT
GC
PTPFOECYE
B. Riley Wealth Advisors's HSY Position: Q2 2026 in Review
B. Riley Wealth Advisors increased its Hershey (HSY) stake by 0.62% in Q2 2026, buying an estimated $2.83K and bringing the position to 2,451 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #502.
B. Riley Wealth Advisors first reported a position in HSY in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.05M in Q3 2022. 270 funds tracked by Wall St. Rank hold HSY as of Q2 2026.
- B. Riley Wealth Advisors held 2,451 shares of Hershey worth $445K as of Q2 2026.
- B. Riley Wealth Advisors bought 15 Hershey shares in Q2 2026, an estimated $2.83K.
- Hershey made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #502 holding.
- B. Riley Wealth Advisors first reported a position in Hershey in Q2 2013 and has held it in 34 quarters since.
- B. Riley Wealth Advisors's Hershey position peaked at $1.05M in Q3 2022.
- 270 funds tracked by Wall St. Rank held Hershey as of Q2 2026.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.